+647.9%
HBM vs RACE
+783.2%
-135.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.1% |
| 7D | +5.5% | -2.6% | +8.2% | +7.3% |
| 30D | +3.3% | -1.1% | +4.4% | +4.0% |
| 3M | +12.7% | +12.5% | +0.1% | +3.9% |
| 6M | +28.2% | +17.4% | +10.8% | +15.2% |
| YTD | +45.3% | +10.1% | +35.2% | +34.9% |
| 1Y | +121.7% | -15.1% | +136.9% | +138.1% |
| 3Y | +523.5% | +38.9% | +484.6% | +338.2% |
| 5Y | +393.9% | +90.7% | +303.2% | +167.6% |
| 10Y | +647.9% | +801.8% | -154.0% | +37.5% |
| All | +647.9% | +783.2% | -135.3% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling